Tasking from Home

When you click Tasks on the left side of Wdesk Home, you'll be taken to the All Tasks view. For new users, this will be a sparse screen. For experienced users, this view shows all tasks they've created or been assigned.

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To create a new task, begin typing in the Add New Task field at the top. Though the current day's date and your name are filled in by default, you can change those fields to whatever user and due date apply.

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Once a task has been created, the assignee will get notification. They'll also get a reminder the day the task is due and the day after (if they miss the due date).You can also send a spontaneous reminder whenever you'd like. Just click Remind from the dropdown men to the right of any task you've assigned.

Document Tasks Panel

Depending on your license level, you can also assign tasks associated with a specific document, section, or cell. To do this, navigate to the Task panel by clicking the checkmark icon on the right side of the editing window.

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From here, start typing in the Add New Task field and follow the prompts.

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If you're assigning something at the cell level, be sure to click into that cell before choosing what content the task applies to (in the dropdown between the assignee's name and the due date).

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Aside from creating new tasks, you can also use the Task panel to see all the tasks in progress within the document you're working in. You can filter by tasks assigned to you, and tasks you've assigned to others in the Task panel tabs.

Pro-tips

Regardless of how you create the task, here are a couple of things to keep in mind to use tasks most effectively:

As you type someone's name to assign them a task, it should populate from the drop-down menu once you've typed enough letters. If it doesn't, the person doesn't have a Wdesk license. Talk with your account administrator to see if they should be added.

Anyone who has a Wdesk license can receive tasks and view them from Wdesk Home.

Download Wdesk Mobile to make tasking even easier. You'll get notifications on your device, and you can manage the team to-do list from anywhere.

Check out the following Help articles for more detailed instruction on each topic.

Introduction to Tasking

Last Updated: 09/12/16

What you'll learn:

Tasking in Wdesk allows you to assign and respond to tasks in the same environment that you use to create your documents and reports. You can create multiple task types such as approvals, reviews, requests for documentation, or any other custom task.

Creating and Assigning Tasks

Creating Tasks; Assigning Tasks to Others; Creating and Managing Tasks in Wdesk Home

Creating Tasks

You can create and assign tasks in Wdesk to help you manage projects, organize responsibilities, and meet deadlines.

In the right-hand task panel, click the Document Tasks tab. If you have no tasks, the panel will be empty. To create a task, start typing the name of your task in the Add New Task… field.

Assigning Tasks to Others

Once you create a task title, options appear to add a Due Date, assign the task to a User, specify the Task Location to a document, section, or cell, and include a description. When you have entered all necessary details, click the Create button.

Once assigned, the user will be sent a notification email, and tasks will appear in the assignee’s global task center, located next to your user name in the upper right-hand corner.

Creating and Managing Tasks in Wdesk Home

There is also a Tasks dashboard in Wdesk Home. On the Tasks tab, you can create a task quickly by typing in the Add New Task... box and hitting Enter.

Tasks created in Wdesk Home are not associated with a document, and can be used in many ways to help your workflow, such as reminders or to-do lists. As with all tasks, you can edit them and add details, such as a due date or an assignee.

You can click on the task name to expand it and display more information about it. In the Location column you will find the name of the document associated with the task, in the form of a link. Clicking this will take you to the document. Next to the location is a Go to task button, which will open the task directly in the document, or take you to the attachment portal if it is an attachment request.

For an understanding of what assignees will see when they receive a task, these articles may be helpful as well.

Managing Tasks

Completing Tasks

When you’ve finished a task, go to the Document Tasks tab in the Projects panel. Click the check box next to the completed task, and it will turn into a checkmark, indicating to stakeholders that the task is done. Assigners will also receive an email notification that the task is complete.

You can also check a task as completed in the global task center or click the check box next to a task in Home to change its status to Completed. Completed tasks will appear in Home with a strikethrough line when the filter is set to Completed.

Editing and Deleting Tasks

You may find that you need to change an assignee, due date, or other task-related information. To edit a task, hover over it, click the drop-down arrow that appears, and select Edit. Only assigners can edit tasks. The task will open, and you can change it. When you are done editing, click the Save button.

If you have a task you no longer need for any reason, hover over it, and a drop-down arrow will appear. Click the arrow and select Delete. Only assigners can delete tasks they’ve created.

You will be asked to confirm the Delete, and reminded that both the assignee and assigner will be notified of this action.

You can also manage tasks (Edit, Delete, complete them, etc.) by clicking the checkmark next to your name in the upper right-hand corner of Wdesk, which displays tasks in a drop-down menu.

Viewing Tasks

Using the tabs of the Document Tasks panel, you can choose to display My Tasks (tasks assigned to you), My Created (tasks you’ve assigned to someone else), or All Tasks.

You can also display tasks based on whether they’re To Do or Done in each category.

The same categories exist in Home, and you can also choose to display tasks by Due Date, Document, the date that it was Last Modified, or By Assignee.

Once a category is chosen, you can click the field title (task name, status, etc.) to reorder them alphabetically or by date.

Task Reminders

You can remind Assignees about tasks that they may have forgotten, or ones that have an impending due date.

From Home, go to Tasks. Locate the task you'd like to send a reminder for and mouse-hover over it. Click the drop-down arrow that appears on the right-hand side, and select Remind. The reminder is automatically sent.

A message will display at the top of Home, letting you know the reminder has been sent.

NOTE: If you've sent a reminder in error, you have a short amount of time to recall it by clicking Undo in the notification message.

Tasks in Wdesk Mobile for iOS

Last Updated: 08/25/16

What you'll learn:

Working with Tasks; Menu Options

NOTE: This article covers the iOS version of Wdesk Mobile. Wdesk Mobile currently runs on iOS versions 9 and 10.

You can create tasks in Wdesk, and manage them using Wdesk Mobile. For more information on how tasks are created and work across the Wdesk platform, read the article Creating and Assigning Tasks.

Working with Tasks

You can view and complete tasks in Wdesk Mobile by tapping on the Tasks icon.

At the top of Tasks list you can toggle back and forth between viewing My Tasks (tasks assigned to you) and My Created (tasks you've created).

Menu Options

Tapping on the options menu to the right of the task name will display options available for managing the task.

From here, your choices are:

Complete Task: This will move a task to the Completed category and draw a strikethrough line through it.

Remind: Tapping this will send a reminder notification to the assignee of the task.

Edit/Reassign Task: Tapping this option opens an Edit Task page. From here, you can change the Task Title, Assignee, Due Date, or Details of the task.

Delete Task: Deletes the task.

You can also tap on a task name in the Task Center, and from there choose to complete the task or view the document the task is associated with.